Filed January 12, 2018 (most recent of 2 filings on file)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,228 | $103,394-27.2% | $87,102-13.6% | $152,914-50.8% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.9%+10.6pp | 82.5%+5.0pp |
| Annual return | 24.47% | 28.10%-3.6pp | 28.19%-3.7pp | 345.48%-321.0pp |
| Employer contribution / active EE | $12,631 | $3,221+292.1% | $2,521+400.9% | $4,764+165.1% |
| Participant deferral / active EE | $17,559 | $4,778+267.5% | $4,048+333.7% | $5,852+200.1% |
| Admin fee / account holder | $0 | $12,198-100.0% | $7,493-100.0% | $11,601-100.0% |